Geopolitical Risk + Energy Transition + Climate Change = The Trifecta
BLUF Concepts introduced and amplified in the National Defense Industrial Strategy (NDIS) offer helpful frameworks for energy companies to reduce geopolitical risk. Adversarial capital, production diplomacy and friend-shoring each reflect a relevant attribute of the current global geopolitical situation. Why does this matter? The NDIS repeatedly illuminated how and why…
BLUF Usually, we talk about ships transiting through the Panama Canal. But a robust ecosystem of multimodal transshipment options explodes from the area around the canal, making this 50-mile (80 km) strip of land even more strategically important than many realize. The Panama Neutrality Treaty helps maintain the status quo.…
BLUF The importance of the NDIS lies as much in its existence and articulation as it does the content and priorities outlined. By acknowledging the multidimensional problems and envisioning solution sets, the US government transparently signaled to industry, allies, and partners the essential nature of their collaboration. Why does…
BLUF Panama Canal’s port concessionaire is 80% owned by a Hong Kong company with ties to the PRC for decades. Law #5 gives the concessionaire significant authority that puts the port’s neutrality at risk. The geopolitical risk presented by PRC’s ability to exert significant influence over Panama Canal operations…
BLUF Post-World War II organizations and agreements among countries are the foundation of today’s globalized economy. Though the specific wording is sometimes debatable, the concept is difficult to dispute. This primer post will cover the topic at a high level only and not dive into the numerous nuances. Additional reading…
BLUF Current global geopolitics features authoritarian rulers with more power than ever before. Authoritarian rulers do not ascribe to the same set of “rules” that democratic leaders do, making them dangerous to those who expect certain standards of behavior. Why does this matter? Authoritarian rulers possess the ability to…
BLUF If you don’t understand what geopolitical risk means, allow Putin’s actions against commercial companies and nationalized industries to teach you. Since invading Ukraine in February 2022, Putin has done things “you just can’t do” and yet, he acted largely with impunity. Part of doing business internationally is overcoming…
BLUF Challenging the rules-based international order is a key feature of strategic competition. PRC’s new map shows an example of Chairman Xi’s efforts to define the world to his advantage, despite international norms. The map’s significance lies in the leader’s mindset, not the unoriginal claims. Like “build it and…
